Print an Event Chain

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Event Chain

In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Event Chains tab. Do one of the following: To add a event chain, select the open menu button, and select New. To modify an existing event chain, select the event chain in the list, select the open menu button, and select Open. The Add Event Chain or Edit Event Chain window opens. In the Event Chain field, enter a name for the event chain. The name appears in the Event Chain field on the Add Appointment or Edit Appointment window when you schedule appointment for the event chain. This is a mandatory field. In the Short field, enter a 1 - 3 character description for the event chain. In the Details field, enter any additional notes for the event chain. The notes appear in

Help Guide for NextGen® Enterprise PM 8

Event Chains Tab - Sched Admin

On the Event Chains tab, you can define groupings of events or appointment types that must be scheduled together as a series of appointments. You can use an event chain to schedule multiple appointments for a patient simultaneously instead of scheduling each appointment separately. The individual events within an event chain are referred to as event chain members. Event chain members can be scheduled with the same or different resources, within minutes, hours, or days of each other. The event chain setup determines whether the event chain members must be scheduled in a specific sequence or scheduled in a best fit sequence. Note: Specific parameters for each member event, such as resource duration overrides, default resources, appointment limits, SIM members, valid locations, and so on are defined on the Events tab of the Scheduling Administration window. When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences the Scheduling Administration window name

Help Guide for NextGen® Enterprise PM 8

Print an Event

In NextGen® Enterprise PM select Admin > Scheduling Administration. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. On the Events tab, select the event that you want to print. Right-click and select Print. The NextGen Report Filter: Event Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals Select OK on the report. The Event Listing report opens with the following details of the events. Event Name Location Name Event Short Description Duration Success Event Details Service Item ID Service Item Description Parent topic: Events Tab - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Print a Category

In NextGen® Enterprise PM, select Admin > Scheduling Administration. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. On the Categories tab, select the category that you want to print. Select open menu, and select Print. The NextGen Report Filter: Category Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals On the report, select OK. The Category Listing report opens with the following details of the Category. Category Member Events Parent topic: Categories Tab - Sched Admin

Help Guide for NextGen® Enterprise PM 8

Print Enterprise Events

In NextGen® Enterprise PM. select Scheduling Administration > Enterprise Scheduling Administration. The Enterprise Scheduling Administration window opens. On the Enterprise Events tab, select the enterprise event that you want to print. Select the open menu button, and then select Print. The Enterprise Events enhanced report opens. Note: The report has the Columns, Filter 2, Sort, and Totals options. On the report, select . The report is printed with the following details of the enterprise event. Enterprise Event Details Member Event Member Event Duration Practice Name Note: If there is any hidden event, it appears in the Hidden Event column. Parent topic: Enterprise Events

Help Guide for NextGen® Enterprise PM 8

Printing a Resource

In NextGen® Enterprise PM, select Admin > Scheduling Administration. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. On the Resources tab, select the resource that you want to print. Select the open menu button, and select Print. The NextGen Report Filter: Resource Listing window opens. Note: The report has the following options: Columns Filter 2 Sort Totals Select OK on the report. The Resource Listing report opens with the following details of the resources. Resource Name Resource Type Details Provider Name User Name Class Name Interval Max Template Date Parent topic: Resources Tab - Sched Admin

Print an Event Chain

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Add or Modify an Event Chain

Event Chains Tab - Sched Admin

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Printing a Resource

Add or Modify an Event Chain

Event Chains Tab - Sched Admin

Print an Event

Print a Category

Print Enterprise Events

Printing a Resource